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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich
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Now displaying: May, 2024
May 24, 2024

Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event.  

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

May 17, 2024

Scott refutes National Tax-Deferred Savings Association research claim, among other things, that the multi-vendor environment leads to more enrollment than single vendor.  

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

May 10, 2024

We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

May 3, 2024

Well that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. (“FACC”) has filed a lawsuit to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

May 3, 2024

Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

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